Author Archives: Jillian Perkins

About Jillian Perkins

Director of Communications

Listen to Part 3 of Arnerich Massena’s Impact Investing Podcast: Impact Investment Themes

We recently posted part 1 and part 2 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research, and then discussed what impact investing is and why it’s drawing attention from investors. We’re pleased to now present part 3, in which we look at specific investment themes Arnerich Massena has identified in the impact space, and what opportunities we see for investors in these thematic areas. Co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt discuss water, food and agriculture, resource efficiency, and life sciences/healthcare. Read more »

How to engage with the next generation of donors

You’ve spent years – decades – building a strong donor base, but now your donors are passing their wealth to the next generation. You know this cohort has different values, different forms of communication, and a different way of being in the world. How do you learn to connect with this new generation, and build new relationships that will establish your next decade of donors?

 Our infographic provides some tips that can help: Read more »

Plan sponsors and providers are plagued by the “curse of knowledge,” tending to overuse jargon

What is the “curse of knowledge?” The curse of knowledge is a well-known heuristic in behavioral economics. If you’ve ever tried to teach someone a skill or concept that you are familiar with, you may have encountered this. The curse of knowledge makes it difficult to understand perspectives that don’t have the same foundation of information; for experts in a given area, it’s hard to imagine not having the knowledge you have. Explaining to someone who doesn’t have your background of knowledge can be more challenging than you might imagine, as you try to describe concepts that feel like second nature to you. Read more »

Listen to Part 2 of Arnerich Massena’s Impact Investing Podcast Series: What is impact investing and why is it worth your attention?

We recently posted part 1 of our Impact Investing Podcast Series, which provided some background and context to the history of Arnerich Massena’s impact research. We’re pleased to now present part 2, in which we look at what impact investing is and why it’s worth your attention. Co-CIO Bryan Shipley, CFA, CAIA, and investment advisor Ryland Moore discuss everything from definitions to long-term trends, as they share their insights on the impact marketplace, its evolution, and why it’s so important right now. Read more »

Listen to Part 1 of Arnerich Massena’s Impact Investing Podcast Series

Following the publication of our recent white paper, Impact Investing: Why, What, How? we have been excited to discover that people are deeply interested in the opportunities we are presenting and what it could mean both for their portfolio and for the world. We wanted to dive in a little deeper and share some of our knowledge and passion firsthand. To that end, we’re pleased to introduce Arnerich Massena’s Impact Investing Podcast Series. In this series of podcasts, we’ll explore impact investing from a variety of different angles, including the history of our research, the basics of what impact investing is, and what thematic opportunities we are focusing on. Read more »

Arnerich Massena Delivers Giving Tree Gifts to Irvington Families

Arnerich Massena’s annual Giving Tree tradition is close to our hearts because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to find those families who may need some extra support and assistance over the holidays. This year, Arnerich Massena employees shopped for 49 children from 20 different families, delivering a combination of necessities and a few fun gifts. It’s a tradition we love; there is nothing better than seeing giant bags under the holiday tree waiting for delivery, knowing they will bring some joy and comfort this holiday season. Read more »

Monopoly Power is Concentrating Public Markets

Four firms control 98% of the cell phone market, four companies have cornered 92% of the peanut butter market, four airlines hold 73% of their industry market share, and three firms make up 89% of the social networking industry.1 There’s similar concentration across a wide variety of industries, from pet food to pharmacies to beer. What does it mean when industries become this concentrated, dominated by a few giants? Read more »

Technology and Transformation: Investment trends to watch for in 2019 – the Podcast

Listen to co-CIO Bryan Shipley, CFA, CAIA and investment advisor Kate Deines as they dive deeper into the discussion about Arnerich Massena’s 2019 investment trends to watch for. In this podcast, they’ll discuss the accelerated changes in technology that will color the investment landscape of 2019, as well as some of the transformational trends, like Opportunity Zones and impact investing, that will play an equally important role next year. Read more »